Estate Planning Attorneys in Goleta, CA

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List of Firms

Top Goleta, CA Estate Planning Law Firms

David B Commons & Associates
Location 5901 Encina Rd # B3, Goleta, CA 93117, USA
Phone (805) 695-2525
Language http://www.consideringbankruptcy.com/
Directions
Sharon Kennedy Estate Management
1 out of 5
Location 5951 Encina Rd #106, Goleta, CA 93117, USA
Phone (805) 681-1043
Directions
Snyder Law
5 out of 5
Location 5383 Hollister Ave Suite 240, Santa Barbara, CA 93111, USA
Phone (805) 692-2800
Language http://snyderlaw.com/
Directions
Bartlett Terry A
Location 116 E Sola St, Santa Barbara, CA 93101, USA
Phone (805) 965-0523
Directions
Mark M. Aijian Attorney At Law
5 out of 5
Location 1224 Coast Village Cir #36, Santa Barbara, CA 93108, USA
Phone (805) 963-0434
Language http://members.calbar.ca.gov/fal/Member/Detail/75663
Directions
O'Gorman & O'Gorman LLP
5 out of 5
Location 5901 Encina Rd, Goleta, CA 93117, USA
Phone (805) 967-1215
Language http://www.ogormanlaw.com/
Directions
Medi-Cal Planning Elder Care Attorney
Location 7 W Figueroa St, Santa Barbara, CA 93101, USA
Phone (805) 946-1550
Language http://www.sbelderlaw.com/
Directions
Law Office of James F. Roberts and Associates
5 out of 5
Location 3061 E La Palma Ave, Anaheim, CA 92806, USA
Phone (714) 282-7488
Language http://webuildyourtrust.com/
Directions
Rogers Sheffield & Campbell: Erickson Stephen W
Location 427 E Carrillo St, Santa Barbara, CA 93101, USA
Phone (805) 963-9721
Language http://www.rogerssheffield.com/
Directions
Ashley DeHahn, Attorney & Counselor at Law
5 out of 5
Location 1610 Oak St Suite 104, Solvang, CA 93463, USA
Phone (805) 697-7418
Language https://ashleydehahn.com/
Directions
Modern Wealth Law
5 out of 5
Location 3200 Park Center Dr #260, Costa Mesa, CA 92626, USA
Phone (949) 371-5003
Language https://modernwealthlaw.com/
Directions
Atkins Dallas L
Location 5290 Overpass Rd #209, Santa Barbara, CA 93111, USA
Phone (805) 687-8782
Language http://www.atkinseldercarelaw.com/
Directions
De Guzman & Associates
Location 5276 Hollister Ave # 160, Santa Barbara, CA 93111, USA
Phone (805) 681-5078
Directions
Hollister Law Office APC
5 out of 5
Location 228 W Carrillo St Suite D, Santa Barbara, CA 93101, USA
Phone (805) 284-0711
Language http://www.hollisterlawoffice.com/
Directions
Mullen & Henzell
3 out of 5
Location 112 E Victoria St, Santa Barbara, CA 93101, USA
Phone (805) 966-1501
Language https://www.mullenlaw.com/
Directions
Preston Estate Planning
5 out of 5
Location 12396 World Trade Dr Suite 301, San Diego, CA 92128, USA
Phone (619) 350-8416
Language http://www.prestonestateplanning.com/
Directions
Dennis G Merenbach Attorney at Law
5 out of 5
Location 225 E Carrillo St #203, Santa Barbara, CA 93101, USA
Phone (805) 963-4484
Language http://www.merenbachlawfirm.com/
Directions
Law Office of Neal E. Bartlett
Location 4299 Carpinteria Ave, Carpinteria, CA 93013, USA
Phone (805) 576-7693
Language http://www.cacoastlaw.com/
Directions
Estate Planning Lawyers in Goleta, CA

Where Estate Planners in Goleta, CA Serve

Nestled along the picturesque coast of California, Goleta is a vibrant city that boasts a plethora of landmarks, top employers, major highways and streets, and neighborhoods. From the stunning Goleta Beach Park to the historic Stow House, there's no shortage of sights to see in this charming city. With top employers like Deckers Brands, Raytheon, and the University of California, Santa Barbara, Goleta is a hub of innovation and opportunity. Major highways like the 101 and 217 make it easy to get around, while bustling streets like Hollister Avenue and Fairview Avenue offer plenty of shopping, dining, and entertainment options. Whether you're looking to settle down in the peaceful neighborhoods of Old Town or Winchester Canyon, or you're just passing through on your way to nearby Santa Barbara, Goleta is a city that truly has something for everyone.

Financial Services Related to Estate Planning in Goleta, CA

Banks and Credit Unions

Residents of Goleta, CA can benefit from a bank in many ways. One of the most common ways is through access to financial services such as checking and savings accounts, loans, and credit cards. With a bank, residents can easily manage their finances, pay bills, and save money. Additionally, a bank can provide financial education and resources to help residents make informed decisions about their money. For example, with Goleta's close proximity to the University of California, Santa Barbara, a bank could offer resources specifically tailored to college students, such as student loan options and budgeting tools. Overall, a bank can be a valuable resource for residents of Goleta, helping them achieve their financial goals and improve their quality of life.

Insurance Broker

Residents of Goleta, CA can benefit greatly from the services of an insurance broker. With its proximity to the coast and susceptibility to natural disasters such as wildfires and earthquakes, having the right insurance coverage is crucial for homeowners in Goleta. An insurance broker can help residents navigate the complex world of insurance policies and find the right coverage for their individual needs. Additionally, with many small businesses in the area, a broker can assist business owners in finding the right insurance policies to protect their assets and employees. Overall, an insurance broker can provide peace of mind to Goleta residents by ensuring they have the proper coverage in place to protect their homes, businesses, and families.

Retirement Planning

Residents of Goleta, CA could benefit greatly from the services of a retirement planner. With a population of over 30,000 people, many of whom are nearing retirement age, a retirement planner could provide valuable guidance on how to save for retirement, manage investments, and plan for healthcare expenses. Specifically, Goleta is home to a large number of retirees who have relocated to the area for its mild climate and proximity to the coast. A retirement planner could help these individuals navigate the complex landscape of retirement planning, including social security benefits, Medicare enrollment, and long-term care options. By working with a retirement planner, residents of Goleta can feel more confident and secure in their retirement years.

Wealth Management

Residents of Goleta, CA can benefit greatly from the services of a wealth manager. A wealth manager can help residents manage their finances, invest wisely, and plan for their future. With Goleta being a coastal city, many residents may have investments in real estate or other coastal properties. A wealth manager can provide guidance on how to maximize returns on these investments while also managing risks associated with natural disasters such as wildfires or floods. Additionally, with the high cost of living in California, a wealth manager can help residents create a budget and save for long-term goals such as retirement or college tuition. Overall, a wealth manager can provide valuable financial guidance to help residents of Goleta, CA achieve their financial goals and secure their financial future.

Financial Advisor

Residents of Goleta, CA can benefit greatly from the guidance of a financial advisor. With its proximity to the University of California, Santa Barbara, many residents are either students or young professionals starting their careers. A financial advisor can help these individuals create a budget, establish a savings plan, and develop investment strategies to achieve their long-term financial goals. Additionally, Goleta is home to many retirees who may need assistance with managing their retirement savings, minimizing taxes, and planning for healthcare costs. A financial advisor can provide expert advice on these topics and help retirees navigate the complexities of retirement planning. Overall, a financial advisor can provide valuable support to residents of Goleta, whether they are just starting out in their careers or enjoying their golden years.

Mortgage Loan Officer

Residents of Goleta, CA can benefit greatly from the expertise of a mortgage loan officer. These professionals can help residents secure financing for their dream homes or refinance their current mortgages to better suit their needs. With the high cost of living in Goleta, finding a mortgage that fits within an individual's budget can be a challenge. A loan officer can provide guidance on available loan options and help residents navigate the complex process of securing a mortgage. Additionally, with the abundance of local businesses and job opportunities in the area, a loan officer can help residents take advantage of these opportunities by providing financing for commercial properties or investment properties. Overall, a mortgage loan officer can be a valuable resource for residents of Goleta, CA looking to achieve their homeownership or investment goals.

Tax Services

Residents of Goleta, CA can benefit greatly from the expertise of a tax advisor. Specifically, with the city being home to many small businesses, a tax advisor can assist with navigating the complex tax laws and regulations that come with owning and operating a business. Additionally, the high cost of living in the area may lead to unique tax challenges for residents, such as navigating deductions for mortgage interest and property taxes. A tax advisor can provide guidance on how to maximize deductions and minimize tax liability. Overall, a tax advisor can be a valuable resource for Goleta residents seeking to make informed financial decisions and ensure compliance with tax laws.

FREQUENTLY ASKED QUESTIONS

Wills, Trusts, and Other Estate Law FAQs

An estate planning lawyer in Goleta, CA can provide a variety of services to ensure that your assets are distributed according to your wishes after your passing. These services may include drafting wills, trusts, and other legal documents that outline your wishes. Additionally, an estate planning lawyer can assist with tax planning, including minimizing estate taxes and ensuring that your beneficiaries receive the maximum amount of inheritance possible. In Goleta, CA, there are unique considerations to be made when it comes to estate planning, such as the impact of the local housing market on property values and the potential for wildfires to damage or destroy properties. An experienced estate planning lawyer in Goleta can help you navigate these complexities and develop a comprehensive plan that protects your assets and ensures that your wishes are carried out.

Goleta, CA is the ideal location to find an estate planning lawyer due to its thriving legal community and abundance of highly qualified attorneys. Nestled in the heart of Santa Barbara County, Goleta boasts a rich history and vibrant culture that attracts top legal talent from across the state. With its close proximity to major cities such as Los Angeles and San Francisco, Goleta is a prime destination for legal professionals looking to establish themselves in a bustling and dynamic legal market. Moreover, the city's diverse population and thriving economy provide ample opportunities for estate planning lawyers to build a robust client base and hone their skills in a variety of legal areas. Whether you are looking for a seasoned attorney with decades of experience or a fresh-faced newcomer with a passion for innovation, Goleta has something to offer everyone in need of estate planning services.